Omer Abramovich
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
12 yearsExperience
9 statesRegistered in
CFP® certificationDesignation
$14.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Cliftonlarsonallen, LLPNov 2024 to now
- Cliftonlarsonallen Wealth Advisors, LLCMar 2022 to now
- Carlson Capital Management, LLCApr 2019 to Mar 2022
- Private Client ServicesMay 2017 to Mar 2019
- Affiance Financial LLCFeb 2014 to Apr 2019
- Cetera Advisor Networks LLCFeb 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 9 states (CA, FL, GA, MN, NC, NH, SC, TX, WA).
Cliftonlarsonallen Wealth Advisors, LLC
$14.4BAssets managed
7,354Clients
99Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6206290
- Firm CRD
- 38357